Nisa Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.02M | Buy |
54,395
+849
| +2% | +$119K | 0.03% | 303 |
|
|
2025
Q4 | $6.97M | Buy |
53,546
+1,076
| +2% | +$146K | 0.02% | 334 |
|
|
2025
Q3 | $7.48M | Sell |
52,470
-1,090
| -2% | -$149K | 0.03% | 313 |
|
|
2025
Q2 | $7.16M | Sell |
53,560
-1,388
| -3% | -$187K | 0.03% | 329 |
|
|
2025
Q1 | $7.66M | Buy |
54,948
+1,929
| +4% | +$246K | 0.04% | 312 |
|
|
2024
Q4 | $6.46M | Buy |
53,019
+4,425
| +9% | +$546K | 0.03% | 382 |
|
|
2024
Q3 | $6.29M | Sell |
48,594
-4,196
| -8% | -$506K | 0.04% | 379 |
|
|
2024
Q2 | $5.91M | Buy |
52,790
+205
| +0.4% | +$22.9K | 0.04% | 385 |
|
|
2024
Q1 | $5.96M | Sell |
52,585
-2,045
| -4% | -$221K | 0.04% | 388 |
|
|
2023
Q4 | $6.02M | Buy |
54,630
+4,853
| +10% | +$497K | 0.04% | 363 |
|
|
2023
Q3 | $4.94M | Buy |
49,777
+5,678
| +13% | +$611K | 0.04% | 410 |
|
|
2023
Q2 | $4.85M | Buy |
44,099
+1,471
| +3% | +$164K | 0.04% | 431 |
|
|
2023
Q1 | $4.67M | Buy |
42,628
+3,637
| +9% | +$407K | 0.04% | 440 |
|
|
2022
Q4 | $4.58M | Sell |
38,991
-1,610
| -4% | -$183K | 0.04% | 466 |
|
|
2022
Q3 | $4.67M | Sell |
40,601
-1,099
| -3% | -$142K | 0.04% | 394 |
|
|
2022
Q2 | $5.29M | Buy |
41,700
+1,600
| +4% | +$209K | 0.05% | 354 |
|
|
2022
Q1 | $5.3M | Buy |
40,100
+2,400
| +6% | +$293K | 0.04% | 407 |
|
|
2021
Q4 | $4.54M | Sell |
37,700
-6,207
| -14% | -$710K | 0.03% | 429 |
|
|
2021
Q3 | $4.91K | Sell |
43,907
-8,910
| -17% | -$1.05M | 0.03% | 445 |
|
|
2021
Q2 | $5.83K | Buy |
52,817
+2,997
| +6% | +$350K | 0.04% | 402 |
|
|
2021
Q1 | $5.64K | Sell |
49,820
-6,110
| -11% | -$642K | 0.04% | 419 |
|
|
2020
Q4 | $5.78M | Sell |
55,930
-3,231
| -5% | -$341K | 0.04% | 405 |
|
|
2020
Q3 | $5.79M | Sell |
59,161
-4,935
| -8% | -$482K | 0.05% | 336 |
|
|
2020
Q2 | $5.86M | Sell |
64,096
-3,091
| -5% | -$274K | 0.05% | 300 |
|
|
2020
Q1 | $5.43M | Buy |
67,187
+10,493
| +19% | +$1.06M | 0.06% | 293 |
|
|
2019
Q4 | $6.27M | Buy |
56,694
+3,995
| +8% | +$431K | 0.05% | 323 |
|
|
2019
Q3 | $5.96M | Sell |
52,699
-1,645
| -3% | -$182K | 0.05% | 336 |
|
|
2019
Q2 | $5.91M | Buy |
54,344
+588
| +1% | +$63.1K | 0.06% | 326 |
|
|
2019
Q1 | $5.71M | Sell |
53,756
-4,172
| -7% | -$421K | 0.06% | 331 |
|
|
2018
Q4 | $5.44M | Sell |
57,928
-587
| -1% | -$57.3K | 0.06% | 296 |
|
|
2018
Q3 | $5.43M | Buy |
58,515
+881
| +2% | +$82.1K | 0.05% | 349 |
|
|
2018
Q2 | $5.08M | Sell |
57,634
-1,234
| -2% | -$107K | 0.05% | 346 |
|
|
2018
Q1 | $5.2M | Buy |
58,868
+5,640
| +11% | +$495K | 0.05% | 329 |
|
|
2017
Q4 | $4.96M | Sell |
53,228
-1,539
| -3% | -$146K | 0.05% | 335 |
|
|
2017
Q3 | $5M | Buy |
54,767
+1,645
| +3% | +$152K | 0.06% | 326 |
|
|
2017
Q2 | $4.8M | Sell |
53,122
-2,009
| -4% | -$182K | 0.06% | 340 |
|
|
2017
Q1 | $4.79M | Buy |
55,131
+6,339
| +13% | +$537K | 0.06% | 341 |
|
|
2016
Q4 | $4.09M | Buy |
48,792
+4,788
| +11% | +$385K | 0.05% | 363 |
|
|
2016
Q3 | $3.51M | Buy |
44,004
+4,113
| +10% | +$335K | 0.05% | 396 |
|
|
2016
Q2 | $3.37M | Hold |
39,891
| – | – | 0.05% | 398 |
|
|
2016
Q1 | $3.08M | Sell |
39,891
-2,703
| -6% | -$195K | 0.04% | 409 |
|
|
2015
Q4 | $2.91M | Sell |
42,594
-14,922
| -26% | -$1.03M | 0.04% | 419 |
|
|
2015
Q3 | $3.93M | Buy |
57,516
+17,625
| +44% | +$1.18M | 0.06% | 326 |
|
|
2015
Q2 | $2.53M | Hold |
39,891
| – | – | 0.04% | 472 |
|
|
2015
Q1 | $2.74M | Hold |
39,891
| – | – | 0.04% | 474 |
|
|
2014
Q4 | $2.93M | Sell |
39,891
-59
| -0.1% | -$4.1K | 0.04% | 447 |
|
|
2014
Q3 | $2.59M | Sell |
39,950
-2,938
| -7% | -$190K | 0.04% | 474 |
|
|
2014
Q2 | $2.84M | Sell |
42,888
-2,937
| -6% | -$191K | 0.04% | 452 |
|
|
2014
Q1 | $2.9M | Buy |
45,825
+5,875
| +15% | +$346K | 0.04% | 433 |
|
|
2013
Q4 | $2.26M | Sell |
39,950
-8,813
| -18% | -$505K | 0.03% | 505 |
|
|
2013
Q3 | $2.74M | Buy |
48,763
+8,813
| +22% | +$511K | 0.04% | 420 |
|
|
2013
Q2 | $2.28M | Buy |
+39,950
| New | +$2.35M | 0.04% | 470 |
|
Other funds holding DTE
VCM
VPM
